We operate in the Asset Management, Administration and Financial Consultancy sector, for both private and institutional customers.
Our portfolio consists of more than 200 clients, characterized by a high retention rate.
In many cases we are dealing with the third generation of a family.
We manage and administer the assets of private customers on the basis of a power of attorney, provided by the customer to the management company, that is limited exclusively to management and administrative activities.
Wealth Management
Advisory
Family Office
Wealth Management
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discretionary tailor-made portfolio management
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preservation of the client's assets and wealth
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expectations and goals of the client are our starting point
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we take into account not only the risk appetite but also the client's knowledge of financial instruments
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The performance of the portfolio is followed and shared by the entire management team to assess the results and the critical issues.
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we operate independently with no exclusivity constrains with any Bank or third party financial intermediary
Advisory
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one- on - one consulting with client
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advise on investments in line with the client profile
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back test on sample investments
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trading intra-day
Family Office
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Selected network of external professionals able to meet the needs of the client
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Generational Transfers
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Clients relocation in Switzerland
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M&A
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Organizations of companies and production sites on the Swiss territory
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Set up of Trust Funds and Foundations
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Alternative investments (luxury goods, jewelry, watches, art, antiques, luxury travel...)
